Connect with us

Top Stories

Assante Wealth Management launches philanthropic platform with new Charitable Giving Program

Assante Wealth Management launches philanthropic platform with new Charitable Giving Program

Assante Wealth Management is pleased to announce the launch of Assante’s Charitable Giving Program, which allows clients to incorporate philanthropic giving into their overall wealth plan.

“Providing complete financial advice is a long-standing promise we’ve made to our clients, ensuring they receive the guidance they need to achieve financial success,” said Bob Dorrell, Senior Vice-President and Chief Operating Officer, Assante. “Assante has provided philanthropic support to clients over the years, but with the launch of a formalized program, we’re taking things one step further and helping clients connect their wealth to their values, families, communities and more.”

Assante’s Charitable Giving Program offers investors donor-advised funds (DAF) to support the causes that are important to them. DAF are charitable giving vehicles tailored to reflect a donor’s philanthropic goals and values. Investors work with their Assante advisor to invest the funds within the DAF, and indicate where to make charitable gifts on their behalf. DAFs provide the client with virtually the same benefits as creating a private foundation, but at a substantially lower cost and with none of the administrative burdens.

The Charitable Giving Program makes use of Benefaction, which is a registered charitable public foundation. The program is integrated into a client’s overall wealth plan, managed by their Assante advisor.

Editorial & Advertiser disclosure
Our website provides you with information, news, press releases, Opinion and advertorials on various financial products and services. This is not to be considered as financial advice and should be considered only for information purposes. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third party websites, affiliate sales networks, and may link to our advertising partners websites. Though we are tied up with various advertising and affiliate networks, this does not affect our analysis or opinion. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you, or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish sponsored articles or links, you may consider all articles or links hosted on our site as a partner endorsed link.
Global Banking and Finance Review Awards Nominations 2021
2021 Awards now open. Click Here to Nominate

Recommended

Newsletters with Secrets & Analysis. Subscribe Now